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Cetera Investment Advisers: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on COST, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 244,761 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,761 shares
    Change vs previous 13F +3,501 shares

    0.21% of the 13F portfolio, value $228,966,521.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 241,260 shares
    Change vs previous 13F +1,712 shares

    0.26% of the 13F portfolio, value $240,398,758.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 239,548 shares
    Change vs previous 13F -7,737 shares

    0.23% of the 13F portfolio, value $206,572,703.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 247,285 shares
    Change vs previous 13F +50,600 shares

    0.27% of the 13F portfolio, value $228,894,730.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 196,685 shares
    Change vs previous 13F +18,775 shares

    0.33% of the 13F portfolio, value $194,705,767.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 177,910 shares
    Change vs previous 13F +16,347 shares

    0.33% of the 13F portfolio, value $168,263,914.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 161,563 shares
    Change vs previous 13F +7,400 shares

    0.31% of the 13F portfolio, value $148,035,639.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 154,163 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $136,668,748.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).